DCM
TWFG

Driehaus Capital Management’s TWFG Inc TWFG Stock Holding History

Driehaus Capital Management’s Portfolio TWFG Stock Details TWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-377,138
Closed -$13.2M – 522
2025
Q2 		$13.2M Sell
377,138
-2,358
-0.6% -$78.6K 0.11% 224
2025
Q1 		$11.7M Sell
379,496
-1,429
-0.4% -$42.9K 0.11% 221
2024
Q4 		$11.7M Sell
380,925
-4,326
-1% -$134K 0.1% 233
2024
Q3 		$10.4M Buy
+385,251
New +$9.99M 0.09% 228

Other funds holding TWFG

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Driehaus Capital Management's TWFG Position: Q3 2025 in Review

Driehaus Capital Management sold out of TWFG Inc (TWFG) in Q3 2025, closing a stake of 377,138 shares — an estimated $13.2M sold.

Driehaus Capital Management first reported a position in TWFG in Q3 2024 and held it in 4 quarters. The position peaked at $13.2M in Q2 2025. 67 funds tracked by Wall St. Rank hold TWFG as of Q3 2025.

  • Driehaus Capital Management reported no remaining TWFG Inc position as of Q3 2025 after selling out during the quarter.
  • Driehaus Capital Management sold 377,138 TWFG Inc shares in Q3 2025, an estimated $13.2M.
  • Driehaus Capital Management first reported a position in TWFG Inc in Q3 2024 and held it in 4 quarters.
  • Driehaus Capital Management's TWFG Inc position peaked at $13.2M in Q2 2025.
  • 67 funds tracked by Wall St. Rank held TWFG Inc as of Q3 2025.

Based on Driehaus Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.